Tasks and projects
- How to create and assign tasks?
- Can I assign clients to projects?
- What are tags and how are they created?
- What is a task?
- Is there any connection between clock ins/outs and tasks?
- What is a project?
- What types of tasks are there?
- How to create a client?
- How do I create a project?
- What are tasks and projects, and what are they for?
- Can employees create their own tasks?
- How to assign projects to employees?
- How can I export tasks reports?
- How do I configure the requirements and validation for project management in the system?
How can I export tasks reports?
The generation of tasks reports helps to understand the productivity of your employees or to detect which project is not profitable (even in its early stages).
To export your task reports, you should follow this path: Tasks >> Reports >> filter by the criteria you need and click on download!
As an admin you can create reports on the projects and tasks your employees are working on. Your possibilities are endless: generate your reports filtered by departments, employees, projects, clients, managers and tags. To do this, simply select the filters you want to view and click on the download button. Remember that you can choose between PDF, EXCEL and CSV formats.
